Secure Your Legacy
Have you already included a gift in your will of trust?
We would love to thank you for your generosity
Ready to plan your legacy?
To help you prepare, we recommend our partner FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will?
If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.
